Fidelity Total Bond ETF
FBND
13 hedge funds and large institutions have $13.9M invested in Fidelity Total Bond ETF in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
86% more funds holding
Funds holding: 7 → 13 (+6)
54.38% less ownership
Funds ownership: 73.21% → 18.83% (-54%)
62% less capital invested
Capital invested by funds: $36.7M → $13.9M (-$22.8M)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ST
Spinnaker Trust
Portland,
Maine
|
+$1.63M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
+$1.32M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$1.27M |
| 4 |
LPL Financial
San Diego,
California
|
+$554K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$479K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$10M |
| 2 |
Morgan Stanley
New York
|
-$8.51M |
| 3 |
Barclays
London,
United Kingdom
|
-$5.05M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.76M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.29M |
FBND Hedge Fund Activity: Q1 2015 in Review
13 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Fidelity Total Bond ETF (FBND) for Q1 2015, worth a combined $13.9M — down 62% from $36.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FBND positions and 3 closed out — a net gain of 6 holders — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Spinnaker Trust, opening a new position worth an estimated $1.63M. The largest seller was Deutsche Bank, exiting entirely with an estimated $10M sold.
- 13 institutional investors held Fidelity Total Bond ETF (FBND) as of Q1 2015, up from 7 in Q4 2014.
- Funds reported $13.9M of Fidelity Total Bond ETF stock for Q1 2015, down 62% quarter-over-quarter.
- 9 funds opened new Fidelity Total Bond ETF positions in Q1 2015 and 3 closed out, a net change of +6 holders.
- The largest Fidelity Total Bond ETF buyer in Q1 2015 was Spinnaker Trust, an estimated $1.63M added.
- The largest Fidelity Total Bond ETF seller in Q1 2015 was Deutsche Bank, an estimated $10M sold.
Based on aggregated 13F filings for Q1 2015.